Filed August 26, 2021
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,035 | $171,865-7.5% | $149,718+6.2% | $147,584+7.8% |
| Participation rate | 85.7% | 88.2%-2.5pp | 87.1%-1.4pp | 82.8%+2.9pp |
| Annual return | 15.12% | 2113.22%-2098.1pp | 1501.63%-1486.5pp | 578.55%-563.4pp |
| Employer contribution / active EE | $3,797 | $6,275-39.5% | $5,445-30.3% | $4,876-22.1% |
| Participant deferral / active EE | $4,156 | $7,271-42.8% | $6,569-36.7% | $5,439-23.6% |
| Admin fee / account holder | $3,224 | $13,799-76.6% | $11,283-71.4% | $10,885-70.4% |